See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,534 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,567 | $76,050+28.3% | $96,544+1.1% | $71,457+36.5% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+20.9pp | 67.9%+29.0pp |
| Annual return | 16.81% | 22.81%-6.0pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,155 | $2,244+40.6% | $2,965+6.4% | $2,588+21.9% |
| Participant deferral / active EE | $9,358 | $4,215+122.0% | $4,851+92.9% | $4,289+118.2% |
| Admin fee / account holder | $379 | $2,707-86.0% | $8,252-95.4% | $1,587-76.2% |